Financial Planning: It's Not Just for Boomers Anymore
Ideal Audience: Firm Owners
The financial planning profession is changing at blinding speeds. Advisors are being forced to evaluate practically every single element of their business to be sure they are keeping up with these inevitable changes.
Is your firm prepared to work with the next generation? Do you have a service model that allows you to serve these clients in a profitable way, or are you feeling lost when meeting younger clients? Are you attracting and retaining the next generation of advisors, or is your firm struggling to meet the needs of younger advisors?
Join us for this exciting presentation as we will discuss how your firm can prepare itself to serve the needs of both next generation clients and advisors. You will leave with practical ideas that you can implement immediately.
The financial planning profession is changing at blinding speeds. Advisors are being forced to evaluate practically every single element of their business to be sure they are keeping up with these inevitable changes.
Is your firm prepared to work with the next generation? Do you have a service model that allows you to serve these clients in a profitable way, or are you feeling lost when meeting younger clients? Are you attracting and retaining the next generation of advisors, or is your firm struggling to meet the needs of younger advisors?
Join us for this exciting presentation as we will discuss how your firm can prepare itself to serve the needs of both next generation clients and advisors. You will leave with practical ideas that you can implement immediately.